Disclaimer
The views expressed are those of the portfolio manager as of April 2021, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
A top-down look at Brazil from the JOHCM Global Emerging Markets Opportunities team.
James Syme takes a look at the higher-beta emerging markets and gives his thoughts on where the opportunities lie.
Looking for signs as to which economies (and, potentially, markets) are in the best positions to recover.
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